As an entry level institutional sales position, you will be primarily responsible for prospecting and pursuing leads of prospective new 401(k) clients in a direct channel. You will work in a team-based atmosphere, responsible for developing and maintaining strong relationships with the Vice Presidents and Account Executives in your assigned territory. You will be responsible for developing relationships with 401(k) prospects, leading them into our complex sales process, acting as the initial contact, and subsequently being involved in multiple contacts through phone calls, and other marketing efforts, up to the point at which the prospect is willing to move forward.
Position will be located in Westlake, Tx.
Develop prospects from proactive phone calls and marketing efforts.
Uncover new opportunities to present the Fidelity Direct 401(k) product.
Create and maintain relationships with Vice Presidents and Account Executives in Territory.
Cultivate and strengthen business relationships with consultants and centers of influence (COI) in Territory.
Deliver and apply consistent sales process to effectively develop territory.
Increase the number of corporate retirement plans sold in an assigned territory.
Possess the desire to move into a commissioned base, Account Executive role within the institutional sales area.
Education and Experience
Skills and Knowledge
- Bachelor's Degree.
- Progress towards MBA or CFA a plus.
- 2-5 years of financial services experience preferred.
- FINRA Series 7 or 6 & 63 required (or attained within 60 days).
- Knowledge of the Financial Services Industry.
- Demonstrated Territory, Project and Time Management skills.
- Demonstrated Sales, Presentation and Negotiation skills.
- Excellent written and verbal communication skills.
- Ability to work independently in a fast paced Sales environment.
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit
Fidelity Investments is an equal opportunity employer.
Associate's Degree/College Diploma (±13 years)
Yes, 25 % of the Time
Fidelity Investments - 22 months ago
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...